Looks like it is +15% from last year too. I have looked at the other auto companies you posted as well as from my recent auto shopping experience (looking to Buy something in 2018-2019).
The big difference this year from last is the autonomous driving business and the way millennials will use this service rather than Buy and own a car.
I like your idea on tires too. If/when UBER does their IPO I suspect it will be way over priced. GM is big enough to operate their own autonomous driving service/division, so maybe this is a hidden asset.
I do own F from 2001 mainly because of their F150 truck sales. It's been an ok buy & hold.
FWIW, I put $2K into my old car (2005 VW passat wagon) so it will last until I can Buy a one year old 2018 model year. No rush for me as I do not drive much. The repairs were minor but at $185/hr shop rates add up.